
Canopy Investors
Plans are worthless but planning is essential
‘Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.’
Peter Lynch, Learn to Earn, 1995

Canopy Investors
Volatility insights
If you think share prices are becoming more volatile during earnings season, you’re not imagining it.

Canopy Investors
Recognising a stumble from a fall
Quality companies typically trade at premium valuations, but when cyclical headwinds are conflated with secular falls, even the best businesses can be dismissed by the market. When heroes stumble excessive negativity can present opportunities to buy quality at a discount.

Quay Global Investors
Investment Perspectives: 10 charts shaping our thinking
As markets navigate the post-COVID landscape, many assumptions once considered unshakable are being challenged. E-commerce, once seen as unstoppable, may be hitting its limit. Physical retail is making a quiet comeback, while industrial real estate faces headwinds.

4D Infrastructure
News & Views: One final round of rail consolidation?
The North American freight rail sector is a critical pillar of the US economy and one of the largest and oldest sectors in the global listed infrastructure universe.

Canopy Investors
The enemy within
"The investor's chief problem — and even his worst enemy — is likely to be himself."
Benjamin Graham, 1949

Bennelong Funds Management
Bennelong Funds Management launches Allspring Global Income Fund
Bennelong Funds Management has launched the Allspring Global Income Fund, targeting Australian retail, wholesale and institutional investors.

4D Infrastructure
News & Views: 2025 mid-year macro outlook update
In 4D’s 2025 January Outlook we discussed what the year ahead could bring. Reflecting upon the risks and opportunities we highlighted, and the events of the last six months.

Canopy Investors
FY25 investor letter
We’re pleased to share our annual letter for the fiscal year ending 30 June 2025, representing the Fund’s first full year of operation.